Charitable Giving Basics

Jarrett B. Topel | Blog Link

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put... Read More »

Podcast Episode 23: Information Overload

Jarrett B. Topel | Podcast Link

In this episode we discuss information overload and how it is killing the average investor's returns

Preparing for an Amicable Divorce

Gavin L. DiStasi | Blog Link

No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that almost half of all marriages do... Read More »

Five Most Common Investing Mistakes

Jarrett B. Topel | Blog Link

As part of the financial industry for the past twenty-plus years I have seen a lot of things.  Drawing on that experience, I thought it... Read More »

Podcast Episode 22: Stop And Smell The Roses

Gavin L. DiStasi | Podcast Link

In this episode we discuss living for today versus planning for tomorrow

Podcast Episode 21: Stock Market Lemonade

Jarrett B. Topel | Podcast Link

In this episode we talk about turning stock market lemons into lemonade.

6 Things Your Estate Plan Should Address

Gavin L. DiStasi | Blog Link

With the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work functions, family gatherings,... Read More »

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